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MARQUETTE ASSOCIATES, INC.: VO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARQUETTE ASSOCIATES, INC. on VO, newest first. How the timeline and the estimate are built.

MARQUETTE ASSOCIATES, INC. held 73,265 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,265 shares
    Change vs previous 13F +54,730 shares

    4.3% of the 13F portfolio, value $5,902,951.

    13F-HR 0001398344-26-014469 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,535 shares
    Change vs previous 13F +56 shares

    5.79% of the 13F portfolio, value $5,322,791.

    13F-HR 0001398344-26-009215 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,479 shares
    Change vs previous 13F -1,211 shares

    6.87% of the 13F portfolio, value $5,362,971.

    13F-HR 0001398344-26-003203 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,690 shares
    Change vs previous 13F +402 shares

    6.96% of the 13F portfolio, value $5,783,684.

    13F-HR 0001398344-25-020909 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,288 shares
    Change vs previous 13F 0 shares

    5.29% of the 13F portfolio, value $5,397,233.

    13F-HR 0001398344-25-015395 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,288 shares
    Change vs previous 13F +62 shares

    4.99% of the 13F portfolio, value $4,988,144.

    13F-HR 0001398344-25-009453 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,226 shares
    Change vs previous 13F +660 shares

    4.21% of the 13F portfolio, value $5,078,107.

    13F-HR 0001398344-25-002769 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,566 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $4,898,271.

    13F-HR 0001398344-24-020783 filed by MARQUETTE ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).